-51.4%
VG vs RRX
+2.7%
-54.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.5% | -5.4% | -0.9% |
| 7D | -22.0% | +7.5% | -29.6% | -23.2% |
| 30D | -11.6% | +3.0% | -14.6% | -12.3% |
| 3M | -14.9% | -5.3% | -9.5% | -14.2% |
| 6M | -3.5% | -26.6% | +23.1% | +1.5% |
| YTD | +70.0% | +21.2% | +48.8% | +28.4% |
| 1Y | +50.0% | +25.9% | +24.0% | +8.9% |
| All | -51.4% | +2.7% | -54.1% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling